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Dell CEO Warns AI Memory Demand Could Reach “Unimaginable” Levels by 2028 as Supply Constraints Continue to Tighten
AI, Hardware Angel Morales 4/10/26 AI, Hardware Angel Morales 4/10/26

Dell CEO Warns AI Memory Demand Could Reach “Unimaginable” Levels by 2028 as Supply Constraints Continue to Tighten

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Intel Foundry Unveils the World’s Thinnest GaN Chiplet at Just 19μm, Targeting Next Generation Data Center and Wireless Power Designs
Semiconductor Angel Morales 4/9/26 Semiconductor Angel Morales 4/9/26

Intel Foundry Unveils the World’s Thinnest GaN Chiplet at Just 19μm, Targeting Next Generation Data Center and Wireless Power Designs

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NVIDIA’s Rubin Ultra Reportedly Pulls Back From a Four Die Package to a Dual Die Approach as Supply Chain Reality Sets In
AI, Hardware Angel Morales 4/2/26 AI, Hardware Angel Morales 4/2/26

NVIDIA’s Rubin Ultra Reportedly Pulls Back From a Four Die Package to a Dual Die Approach as Supply Chain Reality Sets In

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Arm Launches Its First Ever Data Center Silicon With the AGI CPU, Marking a Historic Shift Beyond IP Licensing
Semiconductor, AI, Hardware Angel Morales 3/25/26 Semiconductor, AI, Hardware Angel Morales 3/25/26

Arm Launches Its First Ever Data Center Silicon With the AGI CPU, Marking a Historic Shift Beyond IP Licensing

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NVIDIA Says AI Compute Revenue Could Reach $1 Trillion by 2027 as Inference Hits an “Inflection Point”
AI, Hardware, GTC 2026 Angel Morales 3/17/26 AI, Hardware, GTC 2026 Angel Morales 3/17/26

NVIDIA Says AI Compute Revenue Could Reach $1 Trillion by 2027 as Inference Hits an “Inflection Point”

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Intel Heads to NVIDIA GTC as Agentic AI Pushes CPUs Back Into the Spotlight
GDC 2026, Semiconductor, AI, Hardware Angel Morales 3/16/26 GDC 2026, Semiconductor, AI, Hardware Angel Morales 3/16/26

Intel Heads to NVIDIA GTC as Agentic AI Pushes CPUs Back Into the Spotlight

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Rambus Unveils HBM4E Memory Controller IP With 16 Gbps Per Pin and Up To 4.1 TB Per Second Per Device
Semiconductor, Announcement Angel Morales 3/5/26 Semiconductor, Announcement Angel Morales 3/5/26

Rambus Unveils HBM4E Memory Controller IP With 16 Gbps Per Pin and Up To 4.1 TB Per Second Per Device

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Intel Diamond Rapids Xeon CPUs Add CBB Compute Tiles and IMH I O Plus IMC Tiles
Hardware Angel Morales 1/5/26 Hardware Angel Morales 1/5/26

Intel Diamond Rapids Xeon CPUs Add CBB Compute Tiles and IMH I O Plus IMC Tiles

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Five Brand New NVIDIA Blackwell GPU PCI IDs Spotted: GB112 and GB120 Could Point To More Ultra Variants
Hardware Angel Morales 1/2/26 Hardware Angel Morales 1/2/26

Five Brand New NVIDIA Blackwell GPU PCI IDs Spotted: GB112 and GB120 Could Point To More Ultra Variants

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NVIDIA Reports Record Quarter Over Quarter Growth Driven by Massive Demand for Blackwell AI Systems
AI, Hardware Angel Morales 11/21/25 AI, Hardware Angel Morales 11/21/25

NVIDIA Reports Record Quarter Over Quarter Growth Driven by Massive Demand for Blackwell AI Systems

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AMD Instinct MI430X AI Chip Introduced With HBM4 Memory and Massive Bandwidth
Hardware Angel Morales 11/20/25 Hardware Angel Morales 11/20/25

AMD Instinct MI430X AI Chip Introduced With HBM4 Memory and Massive Bandwidth

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Renesas Unleashes Industry’s First and Fastest DDR5 RCD, Enabling 9600 MT/s Speeds on RDIMM Modules
Semiconductor Angel Morales 11/14/25 Semiconductor Angel Morales 11/14/25

Renesas Unleashes Industry’s First and Fastest DDR5 RCD, Enabling 9600 MT/s Speeds on RDIMM Modules

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Intel's DC Segment To See Massive Growth, Driven by Adoption of the 'Xeon' Server CPU Platform
Semiconductor, Industry Angel Morales 10/27/25 Semiconductor, Industry Angel Morales 10/27/25

Intel's DC Segment To See Massive Growth, Driven by Adoption of the 'Xeon' Server CPU Platform

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